+1,504.8%
ASML vs SSNC
+177.4%
+1,327.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | -0.8% | -4.5% | +3.6% | +1.8% |
| 30D | -14.9% | -3.9% | -11.0% | -13.5% |
| 3M | -13.0% | -1.3% | -11.6% | -13.4% |
| 6M | -4.7% | +14.1% | -18.8% | -14.8% |
| YTD | +42.3% | -9.9% | +52.2% | +45.4% |
| 1Y | +49.7% | -6.2% | +55.9% | +48.8% |
| 3Y | +144.3% | +56.1% | +88.2% | +69.8% |
| 5Y | +86.4% | +5.4% | +81.0% | +66.7% |
| 10Y | +1,504.8% | +172.3% | +1,332.5% | +815.2% |
| All | +1,504.8% | +177.4% | +1,327.4% | +815.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling